Tax Documents You Should Always Keep for Your Records
Filed your taxes and ready to toss the paperwork? Not so fast. Some documents, from proof of filing to home improvement receipts, need to stick around for years, or forever.
Blake Davis
2024 Personal Income Taxes: What You Need to Know
April 15, 2025 is the deadline for 2024 tax returns. Here is a plain rundown of this year's brackets, standard deductions, credits and retirement limits before you file.
Form W2G Explained: Gambling Winnings Reporting and Filing Guide
Win big at a casino or poker table? Form W-2G tells the IRS about it. Here's how the thresholds, withholding rates and reporting rules actually work.
Surcharge Definition: How It Works With Examples
Surcharges quietly add to what you pay at checkout, on cable bills, and while traveling. Here's how they work, where they're restricted, and how to avoid paying more than you…
Taxes Due: When Is the Tax Filing Deadline
Taxes due is more than a single date on the calendar. Here is how deadlines work across filers, what happens if you cannot pay in full, and how to reduce…
Pretax Rate Of Return Explained With Formula And FAQ
Pretax returns are the numbers you see on every fund sheet, but they hide the tax bill coming your way. Here's how to translate one into the other.
Starting a Small Business in 2026? Here Is How Taxes Work
Starting a side business means owing 15.3% in self employment tax on top of income tax. Here is how the math works, what deductions help, and how much to set…
Tax Refund: 4 Ways to Boost Retirement Savings
A tax refund can jumpstart retirement savings, but choosing between a traditional IRA, Roth IRA, 401(k) or HSA depends on your tax bracket, timeline and goals.
Teen Income Taxes: When Do Teens Need To File?
Not sure if your teen needs to file their own tax return? It depends on income, not age. Here is how the thresholds, forms, and kiddie tax rules actually work.
2025 Year End Tax Checklist: Key Steps to Take Before December 31
A handful of moves before December 31 can shrink your 2025 tax bill: check withholdings, max out retirement accounts, time charitable gifts, and harvest investment losses.
How to Manage Your Money Wisely: Simple Tips for Financial Success
A practical, step by step system for managing money wisely: budgeting, automated savings, debt payoff order, and the account types that make each goal easier to reach.
What If All Personal Wealth Over $100 Million Went to Infrastructure?
Could taxing away every dollar of personal wealth above $100 million actually fix America's crumbling infrastructure? The idea recently made rounds online, and the math is tempting: there is more…
High Yield Investments in 2024: What It Means for Your Tax Bill
Interest earned on a high yield savings account is taxable income, and the IRS treats it the same as wages: you owe tax at your ordinary income rate on whatever…
Tax Refund Debt Payoff: 5 Financial Benefits to Know
A tax refund can do more than fund a vacation. Here is how paying down credit card debt with that money can cut interest costs, ease stress, and boost your…
Personal Finance Tips to Manage Your Money Wisely
Personal finance is not one product but a set of habits: budgeting, saving, debt payoff, credit, and investing. Here is how the pieces fit together and where to start.
Tax Laws Curb Charity Giving
Americans donated a record $592.5 billion to charity in 2024, yet fewer households than ever are the ones writing the checks. Charitable tax deductions, reshaped by federal law over the…